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- Tasks: Join a reputable firm as an Independent Financial Adviser, managing clients and assets.
- Company: A well-established financial advisory firm in Suffolk with a strong reputation.
- Benefits: Enjoy competitive bonuses, remote work options, and the chance to buy equity in the business.
- Why this job: This role offers uncapped earnings potential and a ready-made client base for immediate impact.
- Qualifications: Seeking motivated financial advisers with experience and a client base to bring.
- Other info: Opportunity for professional growth and support in developing the firm.
The predicted salary is between 72000 - 120000 £ per year.
Independent Financial Adviser – Ipswich/Suffolk – Up to £100k We are working with a small well-established and reputable financial advisory firm in Suffolk who are looking for a new Independent Financial Adviser. The client are looking for an individual who can bring some clients/AUM with them to the business (Even if this is after a 12 month covenant). In return there will be a high basic salary offered, as well as the chance to have equity in the business and support the future development of the firm. Key Benefits: Competitive Financial Planner Bonus scheme with uncapped earnings potential. Client bank with significant AUM with a “professional” handover. Remote and hybrid working offered Full back office support The chance to buy shares/equity in the business Next Steps: If you’re a motivated and experienced financial adviser looking for a dynamic opportunity in the West Midlands with a ready-made client base, we’d like to hear from you. We’re eager to fill this role swiftly.If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend…
Independent Financial Adviser - Ipswich/Suffolk - Up to £100k employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Ipswich/Suffolk - Up to £100k
✨Tip Number 1
Network with other financial advisers in the Ipswich/Suffolk area. Attend local industry events or join relevant online forums to connect with potential clients and gain insights into the market.
✨Tip Number 2
Leverage your existing client relationships. If you have a solid client base, reach out to them and discuss your transition to this new role, as they may be interested in following you to a reputable firm.
✨Tip Number 3
Research the financial advisory firm thoroughly. Understand their values, services, and client demographics to tailor your approach and demonstrate how you can add value to their team.
✨Tip Number 4
Prepare to discuss your long-term vision for your career and how it aligns with the firm's goals. Show that you're not just looking for a job, but are genuinely interested in contributing to the firm's future success.
We think you need these skills to ace Independent Financial Adviser - Ipswich/Suffolk - Up to £100k
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience as a financial adviser, particularly any client relationships or assets under management (AUM) you can bring to the firm. This will show that you are a valuable asset.
Tailor Your CV: Customize your CV to reflect the specific requirements of the Independent Financial Adviser role. Include relevant qualifications, certifications, and any achievements that demonstrate your capability in financial advising.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your motivation for joining the firm. Mention how your goals align with their vision and how you can contribute to their growth.
Prepare for the Discussion: Before submitting your application, be ready for a discussion with one of their specialist consultants. Think about your specific skills, motivations, and any questions you may have about the role or the firm.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Client Relationships
Since the firm is looking for someone who can bring clients or assets under management (AUM), be prepared to discuss your existing client relationships. Highlight how you have built trust and maintained long-term connections with your clients.
✨Demonstrate Your Financial Expertise
Make sure to showcase your knowledge of financial products and market trends. Be ready to discuss specific strategies you've used in the past to help clients achieve their financial goals.
✨Discuss Your Vision for Growth
The role offers the chance to buy shares and support the firm's development. Share your ideas on how you can contribute to the growth of the business and what innovative approaches you would bring to the table.
✨Prepare Questions About the Firm
Show your interest in the company by preparing thoughtful questions about their operations, culture, and future plans. This demonstrates that you are not only interested in the position but also in the success of the firm.
